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Pivot Table - calculate the sum of 2 columns and display value as % of row total

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    Question Pivot Table - calculate the sum of 2 columns and display value as % of row total

    I am looking to produce a Pivot Chart so am currently pulling together the Pivot Table. However, I have encountered a problem which I'm hoping there is a straightforward solution to. I have attached a simplistic example of my data.

    I want to be able to SUM the values of 'Pass' and 'Pass (Minor Error)' for each row and then display this value as a % of the row total. I.e. February would be (3+1)/5 = 80%. I hoped to achieve this using the 'Calculated Item' function but it appears you cannot do this when dates have been grouped like they have in my Pivot Table.

    Any assistance would be greatly appreciated. Thanks in advance!
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    Forum Moderator Pepe Le Mokko's Avatar
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    Re: Pivot Table - calculate the sum of 2 columns and display value as % of row total

    You can group the two columns then " show values as % of Total rows" ( I used the Tabular form)
    Is this what you need ?
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    Re: Pivot Table - calculate the sum of 2 columns and display value as % of row total

    Quote Originally Posted by Pepe Le Mokko View Post
    You can group the two columns then " show values as % of Total rows" ( I used the Tabular form)
    Is this what you need ?
    That should do the trick. Please excuse my lack of basic knowledge here (quite new to Pivots) - how do I 'group' the two columns? The 'group' option seems to be greyed out when I'm selecting fields/columns.

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    Forum Moderator Pepe Le Mokko's Avatar
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    Re: Pivot Table - calculate the sum of 2 columns and display value as % of row total

    First I changed the layout to tabular form ( don't know if it has to)
    Then select the two "pass fields" ( highlight the two field column titles keeping the left mouse button down)
    Right-click and select " Group". Now you have a new group ( click on the small square with - before the word "Group" to group the fields)
    Right click in a row in the new group and select "Summarize values as" and check "%of Total Row"

    More on grouping and PT's at https://www.contextures.com/xlPivot07.html

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